December 6th, 2019 Release
The holiday season is almost here and this OfficeRnD release will feel festive. There is something for everyone.
We did another 3 big releases of the OfficeRnD Platform in November. The main focus this month was on bringing more depth to our billing and reporting. We’re introducing new memberships report, overpayments, and improved multilocation billing with Xero.
The new memberships report provides vital information about your performance in regards to Memberships, broken down by month. You can filter the report by location, by a plan type, by a group of plans or by accounts.
The report shows detailed information about New vs. Active vs. Terminated Memberships, Net New/Churned Memberships, New vs. Lost vs. Total Revenue, Net New/Lost Revenue, % New/Active vs Previous Month, and Discounted Memberships.
We also improved the Memberships dashboard by adding date filters to it as well adding more data. You can check it out at Dashboard / Memberships
You can check the new Memberships report at Reports / Memberships Report or read more about it here.
An overpayment is a normal payment that is in excess of what was originally due to an invoice for a member. When a member pays more to an invoice, you may now record the excessive amount in OfficeRnD as an Overpayment. The overpayment can then be used as a credit and applied to the member’s next invoice or eventually refunded to the member.
The overpayment will be synced automatically with Xero if you have the integration enabled.
You can read more about how to start using Overpayments here.
Multilocation management is complicated enough by itself. Multilocation billing shouldn’t be though.
We’ve continued our effort to improve our multilocation billing story in combination with Xero by:
Adding the location tag on invoice line item level is a major milestone for us in order to allow you to bill and account separately a company or member that has memberships and one-off fees in different locations.
Following is the list with all changes and updates.
We are already working on many new key features and improvements related to ‘Meeting Room tablet display improvements‘, ‘New members report’, ‘New member portal design‘, and many more.